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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,960 | $254,759-70.2% | $216,567-64.9% | $198,609-61.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.40% | 10.04%+1.4pp | 12.94%-1.5pp | 202.70%-191.3pp |
| Employer contribution / active EE | $1,979 | $6,096-67.5% | $5,216-62.1% | $5,055-60.9% |
| Participant deferral / active EE | $4,222 | $6,948-39.2% | $6,191-31.8% | $6,977-39.5% |
| Admin fee / account holder | $1,448 | $26,311-94.5% | $21,981-93.4% | $19,030-92.4% |